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Arm Holdings May Be The Real Brain Behind AI—Not Nvidia!

Arm Holdings is increasingly being discussed as a company that licenses chip designs and collects royalties, but that framing now misses the bigger shift underway. The more important story is that Arm is moving closer to the center of AI infrastructure just as the market’s attention remains fixed on Nvidia’s GPUs. Recent reporting showed Arm unveiling its first in-house data-center CPU, the Arm AGI CPU, with Meta and OpenAI among early customers, marking a significant expansion beyond its traditional IP model. At the same time, Arm’s latest earnings call showed that the company’s data-center royalty revenue more than doubled year over year, that Neoverse has surpassed 1 billion deployed cores, and that Arm expects its data-center business to become larger than mobile over time.